Blog
- What Happens to Social Security when Your Spouse Dies?
February 17, 2022
The United States Social Security Administration is an independent agency of the U.S. federal government that administers Social Security, a social insurance program consisting of retirement, disability, and survivors’ benefits. Wikipedia. If a movie is really working, you forget for two hours your Social Security number and where your car is parked. You are having […]
- What are the “Must Have” Estate Planning Documents?
February 17, 2022
What are the “Must Have” Estate Planning Documents? “Leave nothing for tomorrow which can be done today” Abraham Lincoln “There is nothing like the death of a moneyed member of the family to show persons as they really are, virtuous or conniving, generous or grasping. Many a family has been torn apart by a botched-up […]
- Using Trusts to Maintain Control of Inheritances
February 17, 2022
“The spendthrift robs his heirs the miser robs himself.” Jean De La Bruyere “If the Nation is living within its income, its credit is good. If, in some crises, it lives beyond its income for a year or two, it can usually borrow temporarily at reasonable rates. But if, like a spendthrift, it throws discretion […]
- Top 6 Questions (and Answers) about Conservatorships and Guardianships
February 17, 2022
When someone becomes incapacitated due to illness, injury or disability, the court appoints a guardian to handle healthcare and certain non-financial decisions for that person. A guardian can be anyone over the age of 18, but must also be able to show that they are qualified to make these decisions for their loved one. A guardian […]
- Why Should I Create a Trust If I’m Not Rich?
February 17, 2022
“Your true assets are the collections of your quality moments on the earth.”― Amit Ray, Mindfulness Living in the Moment – Living in the Breath Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you. —Shannon Adler It’s probably not high on […]
- Is a Revocable Trust Valuable in Estate Planning?
February 17, 2022
“Most of the important things in the world have been accomplished by people who have kept on trying when there seemed to be no hope at all.” Dale Carnegie. “In three words I can sum up everything I’ve learned about life: it goes on.” Robert Frost. Yes a revocable trust is valuable in estate planning. […]
- Forgot to Update Your Beneficiary Designations? Your Ex Will Be Delighted
February 17, 2022
Your will does not control who inherits all your assets when you die. This is something that many people do not know. Instead, many of your assets will pass by beneficiary designations, says Kiplinger in the article “Beneficiary Designations: 5 Critical Mistakes to Avoid.” The beneficiary designation is the form that you fill out, when opening many different […]
- You Need a Power of Attorney in Your Estate Plan
February 17, 2022
A power of attorney is an important legal document that allows a person, known as the principal, to designate a person of their choice to become their agent, acting on their behalf. This is usually done when the principal is unable to manage their financial affairs due to disability, illness or incapacity. It must be […]
- How Do Trusts Work in Your Estate Plan?
February 17, 2022
How Do Trusts Work in Your Estate Plan? A trust can be a useful tool for passing on assets, allowing them to be held by a responsible trustee for beneficiaries. However, determining which type of trust is best for each family’s situation and setting them up so they work with an estate plan, can be […]
- How The Ancient Ones Handled Their Estate Planning
February 17, 2022
“I love money. I love everything about it. I bought some pretty good stuff. Got me a $300 pair of socks. Got a fur sink. An electric dog polisher. A gasoline powered turtleneck sweater. And, of course, I bought some dumb stuff, too.” Steve Martin. “I made my money the old-fashioned way. I was very […]
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